EverSource Wealth Advisors’s Lufax Holding LU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$768	Sell	411 -369	-47%	-$932	﹤0.01%	3946
2025 Q4	$2K	Buy	780 +411	+111%	+$1.22K	﹤0.01%	3499
2025 Q3	$1.5K	Sell	369 -183	-33%	-$546	﹤0.01%	3622
2025 Q2	$1.54K	Sell	552 -52	-9%	-$147	﹤0.01%	3589
2025 Q1	$1.79K	Buy	604 +18	+3%	+$50	﹤0.01%	2976
2024 Q4	$1.4K	Buy	586 +137	+31%	+$378	﹤0.01%	2853
2024 Q3	$1.57K	Buy	+449	New	+$1.18K	﹤0.01%	2611
2024 Q2	–	Sell	-132	Closed	-$579	–	3113
2024 Q1	$579	Hold	132	–	–	﹤0.01%	2680
2023 Q4	$405	Buy	+132	New	+$492	﹤0.01%	2556
2023 Q3	–	Sell	-589	Closed	-$3.37K	–	2603
2023 Q2	$3.37K	Buy	589 +531	+916%	+$3.51K	﹤0.01%	1882
2023 Q1	$469	Buy	+58	New	+$556	﹤0.01%	2239
2022 Q4	–	Sell	-3,903	Closed	-$40K	–	2377
2022 Q3	$40K	Buy	+3,903	New	+$66.6K	0.01%	690